PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
13F filing for Q2 2026・No. 1,632
- Holdings
- US$2.02B
- Quarter change
- +US$287.81M
- Entries
- 164
- Net bought (estimate)
- +US$32.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 11
- Cut 55
- Added 81
- Corporate actions 0
- Unchanged 16
Largest holdings
164 stocks worth US$2.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STONEX GROUP INCCOM | Cut | 694,090 | US$82.25M | 4.07% |
| ACAARCOSA INCCOM | Cut | 347,540 | US$50.49M | 2.50% |
| UNIVERSAL TECHNICAL INST INCCOM | Added | 1,096,078 | US$46.88M | 2.32% |
| LAUREATE ED INCCOMMON STOCK | Added | 1,240,072 | US$45.04M | 2.23% |
| A10 NETWORKS INCCOM | Cut | 1,188,747 | US$44.41M | 2.20% |
| MRVLMARVELL TECHNOLOGY INCCOM | Added | 140,873 | US$41.96M | 2.08% |
| ENOVA INTL INCCOM | Added | 162,629 | US$39.15M | 1.94% |
| RDNTRADNET INCCOM | Added | 633,272 | US$39.05M | 1.93% |
| GOOGLAlphabetCAP STK CL A | Added | 107,628 | US$38.46M | 1.90% |
| LIQUIDITY SVCS INCCOM | Added | 954,735 | US$37.35M | 1.85% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.